Rise Advisors’s Abbott ABT Stock Holding History

Rise Advisors’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,732	Closed	-$217K	–	95
2025 Q4	$217K	Buy	1,732 +308	+22%	+$39.2K	0.08%	95
2025 Q3	$191K	Buy	1,424 +157	+12%	+$20.6K	0.07%	100
2025 Q2	$172K	Sell	1,267 -8	-0.6%	-$1.05K	0.07%	105
2025 Q1	$169K	Buy	1,275 +124	+11%	+$15.8K	0.07%	99
2024 Q4	$130K	Sell	1,151 -101	-8%	-$11.7K	0.06%	122
2024 Q3	$143K	Buy	1,252 +3	+0.2%	+$329	0.07%	117
2024 Q2	$130K	Buy	1,249 +18	+1%	+$1.91K	0.07%	123
2024 Q1	$140K	Buy	1,231 +893	+264%	+$102K	0.07%	116
2023 Q4	$37.2K	Buy	+338	New	+$33.8K	0.03%	190
2023 Q3	–	Sell	-3,077	Closed	-$335K	–	673
2023 Q2	$335K	Hold	3,077	–	–	0.26%	43
2023 Q1	$312K	Sell	3,077 -97	-3%	-$10.2K	0.24%	48
2022 Q4	$348K	Buy	3,174 +3	+0.1%	+$311	0.28%	41
2022 Q3	$307K	Buy	3,171 +400	+14%	+$42.6K	0.25%	46
2022 Q2	$301K	Buy	2,771 +1	+0%	+$114	0.3%	44
2022 Q1	$328K	Sell	2,770 -915	-25%	-$113K	0.3%	46
2021 Q4	$519K	Buy	+3,685	New	+$472K	0.49%	33

Other funds holding ABT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return